Gary is the Managing Director, CEO and Co-Founder of National Wealth Management Group, LLC, the largest LPL Financial hybrid RIA in the Greater Cincinnati area. He launched NWMG with the conviction that our work makes a difference and every advisor deserves a platform that enables our positive influence to flow to our customers unencumbered by conflicts of interest and ulterior motives.

Gary’s financial career began in 1986 with First American National Securities, where he specialized in packaged products for which he later earned his Certified Fund Specialist designation. He is also securities registered with LPL Financial holding his Series 6, 7, 24, 26, 63, 65, and 73; his 66 is held by both LPL Financial and NWMG.

While managing his own successful practice, later to become known as Alpina Financial Consultants, his passion for educating clients broadened to include mentoring fellow advisors. He has proven marketing experience, efficient practice management techniques and extensive knowledge of the financial services industry landscape. Gary began to grow his branch office into what is now National Wealth Management Group, one individual interaction at a time. The Company was born out a demand for greater autonomy, increased efficiency and progressive innovation among his advisors; showcasing Gary’s commitment to the people he works for.

Today, Gary is a member of LPL Financial’s Chairman’s Club which represents the top 10% of advisors based on gross production. He is also an active member of LPL Financial’s Political Action Committee which positively influences important industry movements that impact advisors and their businesses. As a member of TPC River’s Bend, Gary enjoys spending time on the golf course honing his already polished game. He currently splits his time between the Cincinnati, OH and Boca Raton, FL locations.

As Co-Founder and CFO of National Wealth Management Group, LLC, Vivienne transforms our firm’s values and convictions into an actionable reality for our advisors. She is responsible for creating and overseeing our accounting databases, ensuring that advisors receive timely payment and transparent accounting reports for advisory fees and ticket charges.

Through her twenty five years of experience running her own tax practice and subsequent advisory practice, Vivienne has learned first-hand what tools advisors need in order to run and grow a successful business. She earned her CPA designation in 1991 and began offering investment advice to her clients in 1995, around the same time she began working alongside Co-founder Gary Mathews. In 2008, Vivienne and Gary transferred their investment practice to LPL Financial and combined their businesses to create Alpina Financial Consultants, LLC. It was the success of this business along with further ambitions to add value to their clients that ultimately gave birth to the idea of LPL Financial’s premier hybrid RIA, National Wealth Management Group.

Vivienne brings more than professional experience and high-mark credentials to the Company. Her unique personal accomplishments and rich family legacy are the things of all-American novels. From her storied immigrant parents who found their American dream in the Florida Keys to her sailing adventure around the globe in a boat no larger than a New York apartment, Vivienne has had the fortune of garnering experiences others only read about. Her natural drive for excellence and these unique experiences combine to form a powerful asset to our team of advisors and their clients.

As both a member of the Executive team and a producing advisor, Vivienne ranks among LPL Financial’s best and brightest qualifying for the Chairman’s Club. She is also an active member of the LPL Political Action Committee and is committed to influencing pro-advisor policy through political action. Vivienne currently maintains her FINRA Series 26, 7 with LPL Financial, and her Series 63 and 65 with National Wealth

With a mind for detail and a robust industry knowledge base, Ben completes the National Wealth Management executive team as Director of Compliance & Operations. He commits himself to our advisors’ success by delivering reliable and dedicated support in areas such as transition support, case review, technology adoption, policy &amp; procedure, acting compliance liaison and strategic business acquisitions.

Ben comes to National Wealth Management Group with over ten years of experience in the financial services industry, having spent several of these years managing teams of licensed individuals within corporate institutions. While building his practice within the large, captive broker/dealer environment, he recognized the shortcomings of these institutions in their inability to invest meaningfully in the long-term health of the advisors they existed to serve. Seeking a solution for his own practice, he joined LPL Financial in 2013 where he found a valuable partner in Alpina Financial Consultants, LLC.

Since 2013, Ben has supported the growth of National Wealth Management Group as both a consultant and OSJ delegate. He manages our Cincinnati, OH headquarters and lives nearby with his wife and two sons. Ben maintains his FINRA Series 7 and 24 with LPL Financial and is a dully registered Investment Advisor.

As Director of Business Development, Don is often the first point of contact for advisors seeking independence powered by National Wealth Management Group. For advisors considering the switch to a hybrid RIA platform it is important to have an advocate knowledgeable in wire house, independent and RIA business models. Don’s background provides him a diversified prospective which is invaluable to advisors making one of the most important decisions in their careers.

Beginning his career with Morgan Stanley in Syracuse, NY in 2001, Don moved to Florida in 2005 to pursue an opportunity with Smith Barney as a Financial Planning Specialist for retirees. As his business grew, so did his demand for flexibility and conflict of interest free business solutions. He made the decision to transition to LPL Financial in 2013 where he has successfully operated his practice since. Don has been an ambassador for Gary Mathews’ OSJ service since joining LPL Financial, making his move to his official role as Director of Business Development naturally fitting. His outgoing demeanor and ability to communicate clearly and without prejudice make him a critical asset to the team and to our onboarding advisors.

Don supports National Wealth Management Group from our Boca Raton, Florida office location. He lives nearby in Deerfield Beach and can often be found in the community playing guitar or drums for local bands in live concert. He is as passionate about music as he is about championing sound financial planning and business growth.

Jan functions both as National Wealth Management Group’s Office Coordinator and welcome wagon.

With a personality large enough to bridge any obstacle, her mission is to make sure each and every advisor and their clients feel like family. Jan, with equal enthusiasm and thoroughness, fulfills essential office tasks such as coordinating communications, addressing home office advisor notifications, processing mail and event organization.

Jan began her career in the financial services industry over thirty years ago as an office manager for a local CPA firm, Louis F. Schott & Co. From here, she advanced into the medical services industry as a medical license specialist for Proscan Imaging where she assisted a large team of doctors with their licensing needs. In 2006, Jan accepted the position as Office Manager for Alpina Financial Consultants in their Cincinnati headquarters. This role has since transitioned into her current position as Office Coordinator for National Wealth Management Group, LLC.

Jan is the proud mother of four and resides in the west side of Cincinnati. When she is not engaged in office activities, she enjoys spending time with friends and family, especially her grandchildren.